New Covenant Trust – Asst. VP for Financial and Investment Planning

New Covenant Trust is currently seeking qualified candidates for their Assistant Vice President for Financial and Investment Planning position. This position has the primary responsibility of maintaining consistent and on-going contact with existing clients of New Covenant Trust. This position reports directly to the VP Business Development and Financial Advisor of New Covenant Trust Company.

Major Duties include: Prepare quarterly and annual plans; consult with existing clients to facilitate NCTC and foundation opportunities; participate with the Business Development Team.

Work Requirements include: College degree required with a preference for a degree in economics or finance. Advanced degrees and professional designations such as the CFP and CIMA are preferred. At least 3-5 years of experience in financial planning and client services.

For more information, please download the following PDF.

Please forward resumes to Lisa Pesavento at Attn: HR Posting #21-09=1